David Reeser, CTP

Managing Director
PFM Asset Management LLC
Contact

213 Market Street
Harrisburg, PA 17101

reeserd@pfm.com
717.231.6258 office

Specialties
Asset Management, Specialized Services

State & Local Governments, Charitable Institutions

Education
B.A. in Economics
Swarthmore College

MBA
Pennsylvania State University

Professional Designations or Licenses
Certified Treasury Professional (CTP)

IRS Enrolled Agent

FINRA Series 6 and 63 Licenses

Started with PFM: 1996

Started in the Field: 1995

Print/Save as PDF

Download Vcard

David Reeser joined PFM in 1996. Dave is a co-leader of PFM’s investment advisory practice in the Northeastern U.S. He is also responsible for developing and managing investment programs for public sector and non-profit clients. Dave assists organizations with updating their investment policies and indentures, evaluating cash flow requirements, and designing and implementing customized investment strategies for cash reserves, bond proceeds, and indentured funds. 

Dave previously served as the director of the PFM Arbitrage and Tax Compliance Group. In this capacity, Dave led business development and client management efforts, provided training and quality control, and developed the methodology and approach utilized by the Group. He also identified and implemented solutions to reduce liabilities and assisted organizations with responding to IRS audits.

Dave was also previously responsible for organizing and leading the training provided to analysts hired to work in PFM’s asset management business.

Dave holds the Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licenses and he is a Certified Treasury Professional (CTP). Dave is also an Enrolled Agent (EA).

 
Contact

213 Market Street
Harrisburg, PA 17101

reeserd@pfm.com
717.231.6258 office

Specialties
Asset Management, Specialized Services

State & Local Governments, Charitable Institutions

Education
B.A. in Economics
Swarthmore College

MBA
Pennsylvania State University

Professional Designations or Licenses
Certified Treasury Professional (CTP)

IRS Enrolled Agent

FINRA Series 6 and 63 Licenses

Started with PFM: 1996

Started in the Field: 1995

Print/Save as PDF

Download Vcard

People

Search the PFM Directory

 
Search